Domestic Equity

The Domestic Equity Strategy has been managed since inception by Manny Weintraub. Manny has over 20 years of portfolio management experience and has developed his own systematic approach to investing, contrarian but risk averse. Proprietary screens and financial analysis are applied to identifying companies with an asymmetric risk-reward ratio, wherein each company's likely upside is disproportionately large compared to its worst-case scenario downside.

Integre offers two portfolios designed to provide investment choices to our clients based on their risk preference.

I. Diversified: our core offering

II. Concentrated: a subset of the 25 names in the Diversified Portfolio which has had greater volatility and returns since its inception in March, 2004.

Both the Diversified and Concentrated Portfolios are invested in the same fashion:

• Initial equal weighted positions (4% target position for the Diversified and 6.66% target position for the Concentrated).
• Industry concentration is limited to 20%.
• Approximately sector weighting based on highest potential return consistent with prudent diversification, not based on S&P 500 weightings.